Purchases and Sales Made in Q3 2023 in Vanguard World Fd Esg Intl Stk (VSGX)
This table provides information about the institutional ownership of Vanguard World Fd Esg Intl Stk (VSGX) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD WORLD FD ESG INTL STK.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-46- 0.77% |
$2.31K - $2.54K
|
5.96K
$338K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-52- 0.45% |
$2.61K - $2.87K
|
11.5K
$654K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-96- 1.79% |
$4.82K - $5.3K
|
5.28K
$299K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-98- 0.78% |
$4.92K - $5.41K
|
12.4K
$703K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-101- 1.17% |
$5.07K - $5.58K
|
8.55K
$485K
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-105- 2.26% |
$5.27K - $5.8K
|
4.54K
$258K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-121- 0.81% |
$6.08K - $6.68K
|
14.8K
$837K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-124- 0.3% |
$6.23K - $6.84K
|
40.8K
$2.31M
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-147- 20.7% |
$7.38K - $8.11K
|
563
$31.9K
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-186- 0.63% |
$9.34K - $10.3K
|
29.5K
$1.68M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-242- 17.5% |
$12.2K - $13.4K
|
1.14K
$64.7K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-243- 1.04% |
$12.2K - $13.4K
|
23.2K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-306- 4.54% |
$15.4K - $16.9K
|
6.44K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-313- 2.43% |
$15.7K - $17.3K
|
12.6K
$714K
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-330- 7.49% |
$16.6K - $18.2K
|
4.08K
$231K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-346- 2.1% |
$17.4K - $19.1K
|
16.2K
$916K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-395- 0.97% |
$19.8K - $21.8K
|
40.4K
$2.29M
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-399- 1.1% |
$20K - $22K
|
35.8K
$2.03M
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-438- 8.81% |
$22K - $24.2K
|
4.54K
$257K
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-581- 3.06% |
$29.2K - $32.1K
|
18.4K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-590- 6.86% |
$29.6K - $32.6K
|
8.01K
$454K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-591- 7.3% |
$29.7K - $32.6K
|
7.5K
$425K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-624- 0.82% |
$31.3K - $34.4K
|
75.8K
$4.3M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-639- 12.69% |
$32.1K - $35.3K
|
4.4K
$249K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-639- 22.1% |
$32.1K - $35.3K
|
2.25K
$128K
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-764- 12.91% |
$38.4K - $42.2K
|
5.15K
$292K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-770- 49.68% |
$38.7K - $42.5K
|
780
$44.2K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-776- 9.54% |
$39K - $42.8K
|
7.35K
$417K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-799- 2.48% |
$40.1K - $44.1K
|
31.4K
$1.78M
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-818- 15.22% |
$41.1K - $45.2K
|
4.56K
$258K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-856- 0.35% |
$43K - $47.3K
|
241K
$13.6M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-926- 2.71% |
$46.5K - $51.1K
|
33.2K
$1.88M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.08K- 1.03% |
$54.3K - $59.7K
|
104K
$5.88M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.12K- 7.04% |
$56.4K - $62K
|
14.8K
$841K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.12K- 7.04% |
$56.4K - $62K
|
14.8K
$841K
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
SELL
|
- |
-1.6K- 3.9% |
$80.3K - $88.2K
|
39.3K
$2.23M
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.61K- 4.53% |
$81K - $89K
|
34K
$1.93M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.79K- 27.58% |
$90K - $98.9K
|
4.7K
$267K
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.87K- 13.09% |
$94.1K - $103K
|
12.4K
$705K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.14K- 20.27% |
$108K - $118K
|
8.42K
$477K
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.21K- 12.29% |
$111K - $122K
|
15.8K
$896K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.5K- 1.39% |
$126K - $138K
|
178K
$10.1M
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-3.09K- 2.71% |
$155K - $171K
|
111K
$6.29M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.33K- 28.16% |
$167K - $184K
|
8.48K
$481K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3.34K- 4.97% |
$168K - $184K
|
63.8K
$3.62M
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.38K- 11.01% |
$170K - $186K
|
27.3K
$1.55M
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-3.39K- 10.03% |
$170K - $187K
|
30.4K
$1.72M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.52K- 24.94% |
$227K - $250K
|
13.6K
$772K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.18K- 23.11% |
$260K - $286K
|
17.2K
$977K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.03K- 39.92% |
$303K - $333K
|
9.08K
$515K
|